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IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die

Posted on: October 11th, 2017
Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need that person to be financially responsible with your children’s inheritance....

How Does an IRA Fit Into Your Estate Plan?

Posted on: October 4th, 2017
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? ...

New Baby? Time to Create Your Estate Plan

Posted on: September 27th, 2017
Whatever the reason for not putting an estate plan together, it is important to understand that if you just had a baby - now is the time to meet with an estate planning attorney to implement a plan. ...

How A Living Trust Helps Your Family

Posted on: September 14th, 2017
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass on to future generations after your death....

Estate Planning For the Newly Married

Posted on: September 12th, 2017
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've figured out how to consolidate two households into one. You've already been working on the new banking and shared responsibility of bills and taxes and so forth....

The Perils of Joint Property

Posted on: September 7th, 2017
That's all well and good, but joint ownership can also cause unintended consequences and complications. And it's worth considering some of these, before deciding that joint ownership is the best way to pass on assets to your heirs....
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